Getting Started
Learn the basics of Agents and create your first workflow
Welcome to Agents! This section will help you understand the feature and get your first workflow running.
Learning Path
We recommend following this sequence if you're new to Agents:
1. Platform Overview
Understand what Agents does and what problems it solves. → Read Platform Overview
2. Core Concepts
Learn the fundamental building blocks: workflows, nodes, triggers, and executions. → Read Core Concepts
3. Getting Started
Verify your workspace access and available integrations. → Read Setup Guide
4. Quick Start
Build your first working workflow in about 10 minutes. → Start Quick Start Guide
What You'll Learn
By the end of this section, you'll understand:
- What Agents does and how it fits into your sales workflow
- Core terminology like workflows, nodes, triggers, and executions
- How to access Agents and check available integrations
- How to build a simple but functional workflow
Prerequisites
Before you begin, make sure you have:
- Access to a Decision Site workspace
- ADMIN or CREATOR role in your workspace
- (Optional) Workspace integrations for HubSpot, Salesforce, or Slack
Time Investment
| Guide | Time | What You'll Learn |
|---|---|---|
| Platform Overview | 5 min | High-level understanding |
| Core Concepts | 10 min | Terminology and architecture |
| Setup | 5 min | Access and integration requirements |
| Quick Start | 10 min | Build a working workflow |
Total: ~30 minutes to go from zero to your first working automation.
Next Steps After Getting Started
Once you've completed this section, explore:
- Node Reference - Learn about all available node types
- Tutorials - Follow step-by-step guides for common use cases
- Guides - Learn best practices for workflow design
- AI Documentation - Deep dive into AI capabilities
Ready to begin? Start with Platform Overview →